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Making Smart Choices: Experienced Investors

May 9, 2019

Experienced Investors review their finances.New choices for the future

There are many reasons an experienced investor might seek out investing consultation. If you already have investing experience but aren’t happy with your current situation or results, have questions you aren’t getting satisfactory answers to, want better attention and service, or possibly have additional funds you want to invest, we are here to help.

A big part of continued investing is evaluating your current situation, and making adjustments based on market changes and any changes to your financial life. As a seasoned investor, you can always learn more, improve your investments, and consider new options. We’ll discuss your current level of investment and risk, your goals, and any changes you’d like to make to your portfolio. First Source and Choice Investments invite you to take advantage of our superior experience and Member service.

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Stock Market / Stock Funds, Securities, and Advisory Services are products of Choice Investments LLC and offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Choice Investments LLC and Cadaret, Grant & Co., Inc. are separate entities. You can check the background of these financial professionals through FINRA’s BrokerCheck. First Source Federal Credit Union is not a registered broker dealer and is not affiliated with Choice Investments LLC. 

NOT FEDERALLY INSURED    •    MAY LOSE VALUE    •    NO CREDIT UNION OBLIGATIONS    •    NO CREDIT UNION GUARANTEE 

Funds invested through Choice Investments are not federally insured, may lose value, and are of no way obligations of First Source FCU. Involves investment risk and may involve loss of principal. First Source has no guarantees of securities and annuities products offered through Cadaret, Grant & Co., Inc. Licensed to offer securities in the states of AZ, CO,CT, FL, IA, MA, MD, ME, MI, NC, NY, PA, SC, & VT.

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